Filed December 5, 2014 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Direc... | $2,372 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,327 | $37,213-23.9% | $156,549-81.9% | $63,975-55.7% |
| Participation rate | 5.4% | 65.0%-59.6pp | 84.0%-78.6pp | 71.1%-65.7pp |
| Annual return | 9.69% | 47.89%-38.2pp | 32.23%-22.5pp | 48.65%-39.0pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $272 | $2,070-86.9% | $4,871-94.4% | $3,356-91.9% |
| Admin fee / account holder | $19 | $56-66.8% | $13,027-99.9% | $70-73.5% |